Good morning.
The Fast Five → S&P 500 alarm bells are starting to go off, the global bond rout is getting messy, Nike stock sinks, Anthropic targets mega-IPO before Thanksgiving, and rising yields are wreaking havoc on stocks outside the AI trade…
📌 Where to Invest $300 Before the Fed’s Next Hike →
(from The Opportunistic Trader)
Calendar: Full Calendar »
Today:
Avg Hourly Earnings, 8:30A
Non-Farm Empl. Change, 8:30A
Unemployment Rate, 8:30A
Monday:
ISM Services PMI, 10:00A
Your 5-minute briefing for Friday, October 2:
BEFORE THE OPEN
As of market close 10/1/2026.
Pre-Market:
Market Wrap:
Futures: Dow +38 (+0.07%), S&P +0.1%, Nasdaq +0.3%
Thu: Dow, Nasdaq slightly higher; S&P +0.2%
10-year yield hit its highest since 2002
Brent jumped 4% to above $102
September payrolls expected to rise 84,000
October rate-hold odds climbed to 72%
Focus shifts to Friday’s jobs report
EARNINGS
None watched today. Full earnings calendar »
Where to Put $300 Before the Fed’s Next Hike
The Federal Reserve just warned another rate hike could hit soon…
And one ticker could give you the chance to add big money to your account.
But you need to be positioned before October 28.
- A sponsored message from The Opportunistic Trader -
HEADLINES
While the S&P 500 is less than 2% from a record, everything from interest-rate sensitive small-cap stocks to banks and utility companies are getting battered.
Dig beneath the surface of a market not far from its highs, and you will find one mounting red flag: a lack of confidence in the bull case for staying long stocks.
Stocks stage comeback as Treasury yields fall, chip stocks gain (more)
Global bond rout deepens, pushes US Treasury yields to 24-yr peak (more)
Fed officials wash away market bets on October rate increase (more)
US tells France, Germany to release diesel stocks or face US export ban (more)
Putin: Russia won't supply diesel to global markets until sanctions lifted (more)
The world opinion shifts on trade (more)
Oil extends gain as Middle East conflict threatens to escalate (more)
US mortgage rates jump by most in 4 years in latest week (more)
Broadcom to lend Anthropic up to $42B to lease its chips (more)
Nike stock sinks as revenue misses estimates (more)
Nike plans more job cuts to boost sputtering turnaround (more)
Anthropic targets mega-IPO before Thanksgiving (more)
Moderna to join Nasdaq 100, replacing Warner Bros Discovery (more)
SpaceX successfully launches NASA Crew-13 astronauts to ISS (more)
Mattel attracts takeover interest from Authentic Brands Group (more)
UBS shareholder pushes for Swiss exit (more)
DEALFLOW
M+A | Investments
Nuveen completes Schroders takeover to create $2.6T investment group
Australia's Ampol to buy EV charging operator Evie Networks for $156M
Pophouse acquires half of singer-songwriter Sia's music rights
Malaysia Aviation Group signs deal to buy Airbus unit Sepang Aircraft Engineering
Sanofi, Regeneron expand tie-up with $8 bln drug-development deal
VC
Homeward, a provider of cash-backed real estate financing solutions, raised $120M in Series D equity financing and $330M in debt facilities
Armadin, an AI-native offensive cybersecurity platform, raised $255.5M in Series B funding
Reverion, a provider of dispatchable, carbon-negative power plants, raised $175M in Series B funding
Volantis, a semiconductor company building a new category of AI inference system, raised $88M in Series A funding
Hop Aero, a defense tech and autonomous aerospace engineering startup, raised $11M in Seed funding
Biotia, a provider of clinical metagenomics solutions, raised $9M in financing
ArkeaBio, a global agricultural bioscience company developing a vaccine to reduce methane emissions from cattle, raised $7M in Series A1 funding
Charter Space, an aerospace technology and space insurance startup, raised $5M in Seed funding
Walapay, a global payments infrastructure for account issuance, collections, FX, and payouts, raised $4.6M in Seed funding
Notey, a music education and gaming platform, raised $3M in Seed funding
CRYPTO
BULLISH BITES
🚨 Millionaire warns: Move your money ASAP. *
❓ Why are world bond markets selling off again?
🎲 Trump, Big AI go all-in together.
🧠 Where are Wall Street’s big egos today?
🥩 ‘Meat marathons’? Tattoos? These are the latest fantasy football punishments.
DAILY SHARES
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